Beacon Wealth Client Experience

Compass Points

 

Discover
Plan
Implement
Monitor

 
Pre-Meeting 1 Meeting 1 Post-Meeting 1 Meeting 2 Post-Meeting 2 Meeting 3 Ongoing Review Other Reference Material
Prospect Kit –
Initial Mtg Prep
Vision Clarifier Data Gathering
Checklist –
Remaining Items
Show Sample
Plan or
Present Plan
New Client
Onboarding
Procedure
Agenda Item
Checklist for 45
Day Meeting
Review Meeting
Checklist &
Topics
Fact Sheets –
Lightpoint
and Kingdom(k)
Initial
Consultation
Checklist
Considerations for
Initial Meeting
Follow Up
with the
Prospect
Show Proposal &
Sign Paperwork
Welcome
Material &
Templates
True Wealth
Tracker Cards &
Goal Setting
Annual Review
Packet
Kingdom(k)
Resources
Call Prospect
&
Redtail Setup
Deliverables for
Prospect
Create Financial
Plan & Proposal
Initial Draft of
Circle Chart
Schedule 45 Day
Meeting & Send
Welcome Gift
Tour of Client
Portal
Assumptions &
Notes (Success
Probabilty)
Lightpoint
Portfolio Marketing Material
Prepare for
Discovery During
Meeting
Confidential
Questionaire
&
Risk Tolerance
Prepare
Paperwork
Begin
Implementation
Plan
Account Set Up –
Operational Info
to Schwab
Review
Implementation
Plan
Communicate
and
Celebrate
BWC Promo Video
for COIs
The True Wealth
Solutions (One
Page Visual)
Client Services
Matrix
Organize All
Material for
Meeting 2
Determine
Communication
Preferences
How to Set Up
online access at
Schwab & Tamarac
Assumptions &
Notes (Success
Probabilty)
90 Day Call
Questions
NRS Compliance
Guardian
Log In

 

Build Trust with the Client          Build Confidence with the Client          Client for Life!


 

      Continually Demonstrate Value for the Prospect and Client as a Person in Christ    


 

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